Eliza Bernard

Eliza has over 17 years of experience building, leading and scaling the People functions at fast paced companies at startup, growth and mature stage. She brings a history of strong, strategic partnerships with C-level executives, leaders and managers to establish operations and business environments that achieve results. Eliza excels at driving compensation, performance, and operational strategies and the in-person and remote workplaces she’s built have won numerous awards nationally, including the Best Places to Work in the U.S. and San Francisco.

For more information about WOVEN: wovenhr.com

Marisa is an HR professional with a strong background in all aspects of human resources operations and the non-profit space. Marisa’s 20+ years of experience leading People teams and developing HR practices has resulted in strong and trusted relationships across all levels of organizations. She is passionate about solving people-challenges and supporting employees and C-level executives to help them realize their strengths. Marisa holds SPHR and SPC certifications and also serves as the Board Secretary for a San Francisco non-profit.

For more information about WOVEN: wovenhr.com

Sarah has over over 10 years of experience delivering strategic and tactical people programs across the employee lifecycle. Her expertise spans core people operations, leadership consulting, job architecture and compensation, and company specific, legal policy implementation. Passionate about exceeding client expectations, she builds strong relationships for lasting partnerships. Sarah’s “slow down to go fast” approach ensures a right-sized people infrastructure, driving business impact and positive employee experiences. With a Master’s in People Development, a progressive business background, and certifications in HR and health coaching, she brings a holistic perspective to her work.

For more information about WOVEN: wovenhr.com

Angela is a seasoned Human Resources and Operations leader, with over 15 years of experience developing and scaling the People function. She is a strong generalist, supporting C-level, managers and employees at all levels of the organization to build HR strategy, policies and operational foundations. Angela’s hands-on approach has led to trusted relationships across her experiences at tech startups, well-established organizations, and with her long-standing WOVEN clients. She believes HR can be both a strategic advantage and simple.  

For more information about WOVEN: wovenhr.com

Carmela has over 30 years of experience leading all aspects of Human Resources. She is now using her extensive and diverse knowledge to lead WOVEN. Over the course of her career, Carmela has been the first Vice President of Human Resources at nine companies, including six start-ups. Her experience spans across technology, retail, hospitality and wholesale companies and with a variety of business outcomes. She has worked closely with employees at all levels to help them build strong communication skills, leadership skills and working relationships to drive positive business results. Carmela completed her certification as an Executive and Leadership Coach through the Hudson Institute and has been Board Chair of a San Francisco based non-profit organization.

For more information about WOVEN: wovenhr.com

Katie previously worked for Blend, LLC before joining us at SD Mayer.  Her accounting experience includes working with QBO, Bill.com and she has worked in e-commerce and with small businesses.

Katie is originally from California, but now calls North Carolina her home, where she works from her home office.  She loves exploring the coastal regions with her kids, and spends time with her son’s cub scouts activities and with her car-enthusiast daughter.

Avery started with the firm in 2023 and works in the audit department.

Rajat joined the firm in early 2022, working remotely from India.  His 5 years of accounting experience includes working for Deloitte in India for 3.5 years, and Ernst & Young in financial due diligence for 1 year.  At Deloitte, he has done Statutory Audit work per PCAOB standards and clients in the real estate and energy & oil industries.  He has experience being part of the PCAOB inspection as an auditee and participated in preparation for the inspection clearance. He also handled audit of the renewable energy sector, healthcare, and telecommunications industries.  His internship was at Vijay Gupta & Jain, which is well recognized  in India for statutory audits since 1963.

Rajat has a Bachelor of Commerce from Kurukshetra University, and belongs to the Institute of Chartered Accountants of India.

Alexandra joined the firm in mid-2022, helping support our growing wealth management practice.  She works remotely in Kentucky and helps track leads, work with our CRM system and in the back office.  Her and her husband, Alex, recently had a baby girl in November 2022.

Alexandra graduated from the University of Cincinnati with a Bachelor’s Degree in Sports Administration.

On her off time, she loves traveling to Disney World, with the hopes of making it to the other Disney Parks around the world someday. She has also coached Track & Field for the last six years, so she enjoys watching her team compete.

SECURITIES AND ADVISORY DISCLOSURE:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. 

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Nick has been with the firm since 2022, working in the Outsourced Accounting practice as a consultant.  He provides bookkeeping and bill pay support for his clients, which span all industries.  He has over five years of experience in accounts payable/accounts receivable, month-end closeing, amoritization and depreciation schedules.

Nick majored in Finance and Economics at Sierra Nevada University.

Ruiqi has over a decade of tax experience and has been with SD Mayer since 2019. She works with our San Leandro tax department focused on tax returns, S-corps, individuals, partnerships, non-profits, and trusts.  Ruiqi has worked with various other accounting firms like Squar Milner and Greenstein, Rogoff, Olsen & Co LLP.

Ruiqi earned both her Bachelor’s and Master’s degrees in Accounting from Brigham Young University.

Frisye has been working in accounting since 2008, after graduating from college.  She’s spent time at Burr Pilger Mayer (BPM), TNT, Inc. Certified Public Accountants, and Armanino, working in various roles from Tax Associate and moving up to Tax Manager.  She works with us part-time, remotely as she also spends time raising her child.

Frisye graduated from De Anza College with an AA in Liberal Arts, and then graduated from Indiana University’s Kelley School of Business, with a Bachelor’s degree in Accounting and Finance.